Neogen Chemicals Limited — Investor Meet, 25-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Neogen Chemicals reported Q4 FY26 revenue up 22% YoY to INR 247 Cr, with PAT at INR 11 Cr. Full year FY26 revenue reached INR 862 Cr. The company guides FY27 standalone revenue of INR 875-950 Cr (non-battery) and over INR 300 Cr from battery chemicals, largely in H2. Its battery materials strategy is advancing, with Pakhajan electrolyte production planned for H1 FY27 and salts for H2 FY27. Revised battery project costs (for tech optimization & localization) still aim for 18-20% ROCE. Customer qualifications for battery materials are progressing. Neogen expresses confidence in its strategic pivot, targeting INR 3,700-4,200 Cr consolidated revenue by FY29.